Compare Betterment at Work and Pershing Financial Services 
Featured Products
At a Glance
Market Segments
Small-Business (69.1% of reviews)
Enterprise (41.1% of reviews)
Entry-Level Pricing
$100.00 100 per month + $5/monthly record keeping per active participant. Additional implementation and participant advisory fees apply*
No pricing available
Betterment at Work
Star Rating
(544)4.3 out of 5
Market Segments
Small-Business (69.1% of reviews)
Pros & Cons
Entry-Level Pricing
$100.00 100 per month + $5/monthly record keeping per active participant. Additional implementation and participant advisory fees apply*
Browse all 3 pricing plansPershing Financial Services
Star Rating
(58)4.2 out of 5
Market Segments
Enterprise (41.1% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about Pershing Financial ServicesSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Betterment at Work excels in user experience, particularly with its seamless integration of payroll and retirement management. Users appreciate how it simplifies the onboarding process and automates contributions, making it easier to manage employee retirement plans.
- Users say that Pershing Financial Services offers a highly customizable interface, allowing users to tailor their experience to fit their specific needs. Reviewers highlight the ability to track client activity and manage documents all in one place, which enhances daily workflow efficiency.
- According to verified reviews, Betterment at Work stands out for its innovative features like the super catch-up automation for employees aged 60 to 63, which is particularly beneficial given the recent increase in contribution limits. This unique offering has garnered positive feedback from users looking to maximize retirement savings.
- Reviewers mention that while Pershing Financial Services has a solid platform, it has not received recent reviews, which may indicate a lack of ongoing user engagement or updates. This could be a concern for potential buyers looking for a product that evolves with user needs.
- G2 reviewers highlight that Betterment at Work has a significantly higher number of recent reviews, reflecting its active user base and ongoing satisfaction. This volume of feedback suggests that the product is well-regarded and continuously improving based on user input.
- Users report that while Pershing Financial Services has a strong quality of support, Betterment at Work's client portal is particularly praised for its user-friendliness, with many users noting that it enhances their overall experience by providing easy access to important information and tools.
Pricing
Entry-Level Pricing
Betterment at Work
Essential
$100.00
100 per month + $5/monthly record keeping per active participant. Additional implementation and participant advisory fees apply*
An affordable, easy-to-manage 401(k) plan for your employees’ retirement.
- Dedicated Onboarding specialist
- Simple payroll integrations with Gusto, Trinet, and other providers
- 3(38) and 3(16) fiduciary services with administrative, compliance, and investment support
Pershing Financial Services
No pricing availableFree Trial
Betterment at Work
No trial information availablePershing Financial Services
No trial information availableRatings
Meets Requirements
8.9
510
8.6
32
Ease of Use
8.9
528
7.9
32
Ease of Setup
8.4
477
Not enough data
Ease of Admin
8.7
453
Not enough data
Quality of Support
7.8
488
8.0
32
Has the product been a good partner in doing business?
8.5
449
Not enough data
Product Direction (% positive)
8.4
515
8.5
23
Features by Category
Sales Force Automation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
8.0
5
Not enough data
8.7
5
Not enough data
Not enough data
Not enough data
8.6
6
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
8.0
5
Marketing Automation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Customer Support
Not enough data
8.0
5
Not enough data
8.3
5
Not enough data
8.0
5
Not enough data
Not enough data
Not enough data
Not enough data
Reporting & Analytics
Not enough data
8.0
5
Not enough data
8.0
5
Not enough data
Not enough data
Mobile & Social
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
8.7
5
Platform
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
Not enough data
Not enough data
Agentic AI - CRM
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Content
9.0
53
Not enough data
8.7
51
Not enough data
8.9
51
Not enough data
Platform Basics
9.3
54
Not enough data
9.1
51
Not enough data
8.6
52
Not enough data
9.2
51
Not enough data
Platform Additional Functionality
8.6
49
Not enough data
9.4
52
Not enough data
7.8
43
Not enough data
8.9
46
Not enough data
Platform Data
8.8
50
Not enough data
8.9
48
Not enough data
Feature Not Available
Not enough data
8.6
46
Not enough data
Functionality
8.1
51
8.3
14
8.4
51
7.6
13
9.5
50
8.3
13
8.6
51
8.6
14
9.2
50
8.6
14
Feature Not Available
8.3
14
8.4
46
Not enough data
Integration
8.9
51
7.8
13
8.7
49
8.5
13
Feature Not Available
8.5
13
Agentic AI - Investment Portfolio Management
8.1
21
Not enough data
9.0
22
Not enough data
8.7
21
Not enough data
8.6
21
Not enough data
Onboarding
8.0
475
Not enough data
8.8
475
Not enough data
Dashboard
8.9
466
Not enough data
8.4
462
Not enough data
8.6
458
Not enough data
Compliance
8.8
453
Not enough data
8.7
449
Not enough data
Administration
8.6
459
Not enough data
8.3
458
Not enough data
Generative AI
Feature Not Available
Not enough data
Categories
Categories
Shared Categories
Betterment at Work and Pershing Financial Services are categorized as Investment Portfolio Management
Unique Categories
Betterment at Work is categorized as 401(k) and Financial Wellness
Pershing Financial Services is categorized as CRM
Reviews
Reviewers' Company Size
Betterment at Work
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Pershing Financial Services
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Computer Software
11.1%
Information Technology and Services
8.8%
Construction
5.3%
Financial Services
5.3%
Hospital & Health Care
5.3%
Other
64.4%
Financial Services
32.1%
Information Technology and Services
23.2%
Accounting
8.9%
Investment Banking
7.1%
Computer Software
5.4%
Other
23.2%
Alternatives
Discussions
Betterment at Work has no discussions with answers
Pershing Financial Services has no discussions with answers
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